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From Technologies to Markets
© 2021
From Technologies to Markets
Automotive
Semiconductor
Trends 2021
Market andTechnology
Report 2021
Sample
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2
• ACC Adaptive Cruise Control
• AD Autonomous Driving
• ADAS Advanced DriverAssistance Systems
• ADC Analog Digital Converter
• AEB Automated Emergency Braking
• AES Automatic Emergency Steering
• ALS Ambient Light Sensor
• ANC Active Noise Control
• APD Avalanche Photodiode
• AV AutonomousVehicle
• ASIL Automotive Safety Integrity Level
• ASP Average Selling Price
• BSD Blind-Spot Detection
• CAGR Compound Average Growth Rate
• CASE Connectivity,Autonomy, Shared, Electrification
• CIS CMOS Image Sensor
• CMOS Complementary Metal Oxide Semiconductor
• DM Driver Monitoring
• DSRC Dedicated Short Range Communications
• E/E Electrical/Electronic
GLOSSARY (1/2)
• ECU Electronic Control Unit
• ECG ElectroCardioGram
• EEG ElectroEnceloGraphy
• EEL Edge-Emitting Laser
• eMBB enhanced Mobile BroadBand
• FCW Forward CollisionWarning
• FMCW Frequency-Modulated ContinuousWave
• FPGA Field-Programmable GridArray
• GPS Global Positioning System
• HMI Human Machine Interface
• IC Integrated Circuit
• ICE Internal Combustion Engine
• IR Infra Red
• LCA Lane-ChangeAssist
• LCV Light Commercial Vehicle
• LDW Lane-DepartureWarning
• LiDAR Light Detection and Ranging
• LKA Lane-KeepAssist
• LRR Long-Range Radar
• MEMS Micro-Electro-Mechanical System
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
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• mIOT Mobile Internet of Things
• MRR Mid-Range Radar
• NDIR NonDispersive IR
• NEV Neighbourhood ElectricVehicle
• OEM Original Equipment Manufacturer
• OM Occupant Monitoring
• PC Personal Car
• PD PhotoDiode
• Radar Radio Detection and Ranging
• SAE Society of Automotive Engineers
• SiPM Silicon PhotoMultiplier
• SoC System on a Chip
• SPAD Single-PhotonAvalanche Diode
• SRR Short-Range Radar
• TCU Telematics Control Unit
• TJA Traffic Jam Assist
• ToF Time of Flight
• URLLC Ultra-Reliable Low-Latency Communication
• UX User Experience
GLOSSARY (2/2)
• V2C Vehicle to Cloud
• V2H Vehicle to Home
• V2I Vehicle to Infrastructure
• V2N Vehicle to Network
• V2P Vehicle to Pedestrian
• V2V Vehicle toVehicle
• V2X Vehicle to X
• VCSEL Vertical Cavity Surface-Emitting Laser
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
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TABLE OF CONTENTS
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
• Glossary … 2
• Table of content … 3
• Authors … 5
• Report Objectives … 6
• Scopeof the report… 7
• Definitions and Methodology … 8
• Companies cited in the report… 9
• 3-pages summary … 10
• Executive Summary … 13
• Context … 57
• The future of the car industry … 71
• Car's semiconductors marketforecast… 99
• Semiconductorsmarketincars… 101
• C.A.S.E.… 103
• Wafersforecast… 105
• Wafersforecastbynode … 109
• Wafersmaterials…110
• Connectivity … 112
• V2X … 115
• Applications … 116
• Standards … 117
• Roadmaps … 124
• Supply chain … 126
• Forecast … 127
• Conclusion … 128
• Displays … 131
• Trends … 132
• Roadmaps … 141
• Supply chain … 146
• Forecast … 147
• Conclusion … 148
• Interior Lighting … 149
• Introduction … 150
• Supply chain … 155
• Forecast … 156
• Conclusion … 157
• ADAS … 158
• Introduction … 159
• Competitive landscape … 178
• Forecast … 182
• Conclusion … 183
• Sharing … 184
• New business models … 186
• Interior sensing … 191
• Introduction … 192
• Roadmap … 201
• Supply chain … 204
• Forecast … 206
• Conclusion … 207
• Electrification … 208
• Introduction … 209
• Competitive landscape … 231
• Forecast … 233
• Conclusion … 234
• Outlooks … 235
• Outlooks … 236
• Consumer AV … 240
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Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
REPORT OBJECTIVES
1. To provide in-depth understanding of the changing car industry ecosystem & supply chain players.
o What are the current / future internal and external factors affecting durably the car industry
o Who are the players / why new semiconductor players are entering the car market
o Who are the key suppliers to watch,and which technologies do they support.
2. To provide a complete overview of the current technologies' trends and 2020-2026 market forecast in
US$ value, units and wafers for cars.It includes:
o V2X
o Displays
o Lighting
o Sensing
o ADAS
o Car sharing
o Electrification
3. To provide key technical insight & analysis about future technology trends and challenges.
o Key technology choices
o Technology dynamics
o Emerging technologies and roadmaps
o Semiconductors content in cars
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6
Robotic vehicles are not covered in the report.
We cover Light CommercialVehicles and Passenger Cars in our forecast.
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
SCOPE OF THE REPORT -TECHNOLOGIES
Displays Lighting In-cabin sensing
V2X
Car sharing
ADAS Electrification
7
METHODOLOGY AND DEFINITIONS
Market segmentation
volume in Munits,
ASP in $,
revenue in $M
Yole’s market forecast model is based on matching heterogeneous sources:
Information
aggregation
Preexisting
information
Forecast
Reconciliation
END SYSTEM SEMICONDUCTORDEVICE
Automotive Semiconductors Trends 2021 | Sample | www.yole.fr | ©2021
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Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
Pierrick Boulay
Pierrick Boulay works as a Market and Technology Analyst in the fields of LED, OLED, and lighting systems. He performs technical, economic, and
market analyses at Yole Développement, the ‘More than Moore’ market research and strategy consulting company. Pierrick has industry experience in
LED lighting,including general and automotive lighting,and OLED lighting.
Prior to Yole, Pierrick worked in several R&D departments on LED lighting applications. He holds a master’s degree in Electronics from ESEO in
France.
Contact: pierrick.boulay@yole.fr
Dr.Eric Mounier
With more than 25+ years’ experience within the semiconductor industry, Eric Mounier PhD. is Director of Market Research at Yole Développement
(Yole). Eric provides daily in-depth insights into current and future semiconductor trends, markets and innovative technologies (such as Quantum
computing, Si photonics, new sensing technologies, new type of sensors ...). Based on relevant methodological expertise and a strong technological
background, he works closely with all the teams at Yole to point out disruptive technologies and analyze and present business opportunities through
technology & market reports and custom consulting projects. With numerous internal workshops on technologies, methodologies, best practices and
more,Yole’s Fellow Analyst ensures the training ofYole’sTechnology & MarketAnalysts.
In this position, Eric Mounier has spoken in numerous international conferences, presenting his vision of the semiconductor industry and latest
technical innovations. He has also authored or co-authored more than 100 papers as well as more than 120Yole’s technology & market reports.
Previously,Eric held R&D and Marketing positions at CEA Leti (France).
Eric Mounier has a PhD. in Semiconductor Engineering and a degree in Optoelectronics from the National Polytechnic Institute of Grenoble (France).
Contact: eric.mounier@yole.fr
Biographies & contact
ABOUT THE AUTHORS
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Alibaba,Ambarella,AMS,Analog Devices,Anhui Jianghuai Automotive Group,Apple,Aptiv,ARM,Aryballe,AUO,
Autotalks, BAIC Group, Baidu, BMW Group, BOSCH,BYDAuto, Century Goldray Semiconductor,Changan
Automobile Group, CheryAutomobile, Cityhop, Continental, Cree,Daimler Group, Danfoss, Denso, Dongfeng
Motor Corp., DriveNow,Everlight, Excelitas, Faurecia,China FAW Group Corp., FCA, FLIR, Ford Group, Global
PowerTechnology, GlobalFoundries, GM Group, GreatWall Motor Company Ltd., Guangzhou Automobile Group,
Hamamatsu, Hella, Honda, Huawei, Hyundai Kia Automotive Group, Ibeo, Infineon, Isuzu, Kyocera,Lextar,LG
Innotek, Lumileds, Magna, Mahindra & Mahindra, Mazda, Mediatek, Melexis, Mobileye,modo, Murata, Nvidia, NXP,
Omnivision, ON Semiconductor,Osram, Ouster,Panasonic, Perodua, PSA, Qorvo,Qualcomm, Quanergy, Redpine
Signals, Renault-Nissan-Mitsubishi Alliance, Renesas, Rohm,SAIC, Samsung, Semikron, Senseair,Sensirion, Sharp,
Siemens, SK Hynix, SmartEye,Sony, STMicroelectronics,Subaru, Suzuki,Tata Group,Tesla,Texas Instruments,
TowerJazz,Toyota Group,TSMC,Uber, UMC, Umicore,Velodyne,Veoneer,Vishat,Visteon,VW Group,Waymo,
WingtecTechnology,Wolfson, Xilinx, Xperi, ZF, Zhejiang Geely Holding Group … and many more!
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
COMPANIES CITED IN THIS REPORT
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Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
2020 AUTOMOTIVE LANDSCAPE – MAIN PLAYERS’ VOLUME SOLD IN MUNIT
6.9M
2.5M
3.6M
2.3M
2.5M
8.6M
0.7M
5.9M
0.7M
0.9M
0.4M
7.1M
4M
0.5M
4.5M
8.7M
2M
0.4M
On January 16, 2021,
PSA and FCA finalized
their merger.The new
structure has taken the
name of Stellantis.
TOTAL: 62.2M
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Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
2020AUTOMOTIVE LANDSCAPE – MAIN PLAYERS’ REVENUES
$109B
$99B
$87B
$81B
$52B
$156B
$30B
$110B
$15B
$11B
$30B
$115B
$116B
$26B
$82B
$215B
$47B
$13B
On January 16, 2021,
PSA and FCA finalized
their merger.The new
structure has taken the
name of Stellantis.
TOTAL: $1,394M
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Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
THE 7 FORCES THAT WILL DURABLY AFFECTTHE AUTOMOTIVE INDUSTRY
Short term
impact
Long term
impacts
CHIP SHORTAGE
Electrification
Increasing
semiconductor
content
Supply chain
management
Disruptive
players are
coming
China intensifies
the game
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13
CHIPS SHORTAGE
The snowball effect
Many companies shifted from multisource
IC to single source fromTSMC.
Sanctions causing some companies begin
stockpiling.
Companies reduce workforce.
COVID-19
Stay-at-homeera
OEM reduce IC orders.
Rise of consumer electronics demand.
Chip manufacturersreallocate capacity to
fill consumer demand and increase by 30-
40% the automotive chips price.
Fear of public transportation leading to a
rapid demand increase for new cars.
Disasters such as severe winter in US,fire
at Renesas factory,and droughtinTaiwan.
Introduction of new productsfromApple,
Microsoft,Nvidia,AMD,Intel.
Taiwan averages 4 major rain producing
weather systems annually but had none in
2020 and have had their first in 2021
Q2/Q3 2021
Peak of the crisis
Q1-2020
Q1-2021
Sanctions,stockpiling,and single sourcing
may continue.
Stimulated investment in
more diverse fab production.
After Q2 2022
Back to normal
MCU suppliers meet
on-going demand plus
extra volume to
recover missed
production.
Public incentives to buy electric cars
and/or second-hand cars/penalties for
polluting cars.
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
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SEMICONDUCTORS IN CARS
Mature technology nodes (40nm and above) are impacted by the chip shortage
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
Computing ADAS (Camera)
1 chip per car in 60% of cars
28nm mostly
~$35 per chip
AI chips for autonomy
1-2 chips per car in <1% of cars
14nm or below
~$150 per chip
Analog components
10-100 chips per car in 100% of cars
180nm to 65nm
~$1 per chip
Image sensors
1 – 10 chips per car in 60% of cars
90nm to 28nm
~$10 per chip
Power discrete for xEV
10-30 chips per car in 10% of cars
130nm to 65nm
< $5 per chip
Microcontrollers
15-80 chips per car in 100% of cars
130nm to 45nm
~$1 per chip
Low impact of the chip shortage
Highly impacted by the
chip shortage
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DISRUPTIVE VS TRADITIONAL OEMS
Different approaches
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
Traditional OEMs Disruptive OEMs
• They already know how to build a car.
• They master lean manufacturing.
• They are learning how to integrate
semiconductors.
• They are building a car around
semiconductors and battery.
• They master chip design and build long
term relations with foundries.
• They need to learn how to build a car in
volume.
Also, IC assembly companies (Foxconn) could position themselves in car assembly and would change the
current supply chain: OEMs could become « fabless » while IC assembly players will diversify.
• They are building electric
car around
semiconductors and
software.
16
CHINA INTENSIFIES THE GAME
Car industry in China
China wants
to promote
domestic
production of
electric
vehicles and
components.
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
China has been one of the first country to
recover from Covid-19 pandemic
Very fast ramp-up for EV.
EV/HEV are very important for China’s
carbon neutrality.
China has 30% of Neighbourhood EV market
More EV/HEV brands than any other country
Strong incentives mechanisms for e-mobility
Many Chinese OEMs developing EV/HEV.
Some of them are start-ups that focus on NEV.
Chinese automobile industry is setting up:
1. Established local brands (BYD, GeelyAuto,JAC,
BAIC BJEV, CHANGAN)
2. Creation of JVs
3. Creation of many startups on BEV
4. Foreign brands can benefit from the market (Tesla
is building a factory)
Numerous local Tier 1 companies including
foreign companies (Valeo)
China is setting up its own internal supply chain
(cars, tier one, chip design, chip manufacturing,
chip packaging)
China is massively investing both in automotive
and semiconductors
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Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
C.A.S.E.,THE ACRONYM TAKING OVER THE AUTO INDUSTRY
Autonomous
Sensor suite and computing
developments for safer roads.
Sharing
Owning,sharing,or renting,the
mobility of the future offers greater
flexibility.
Electric
Alternative drive systems to reduce
CO2 emissions
Connectivity
Comfort and entertainment in a
new dimension.
Source:
Daimler
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Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
ELECTRONICS IN CARS MARKET FORECAST
C.A.S.E.forecast – Module level – a 2035 vision
$33.3B
$32.7B
Connectivity
ADAS
Shared
Electrification
2020
$73B
$60.3B
CAGR 6.5%
$54.8B
CAGR 14.6%
$28.8B
CAGR
53.5%
2026
$147B
$121.3B
CAGR 8%
$118.8B
CAGR 9%
$67.4B
CAGR 10%
2035
$318B
$10.2B
CAGR
13%
$0.2M
$6.6B
$3.4B
CAGR 10.4%
Connectivity includes V2X, Display and Lighting
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ELECTRONICS IN CARS MARKET FORECAST
IC value in cars
Today a car has
an average value
of $450 of
semiconductors.
In 2026,it will be
$700.
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
2020 2021 2022 2023 2024 2025 2026
IC$/car $ 448, $ 525, $ 546, $ 577, $ 609, $ 657, $ 700,
$ 0,0
$ 100,0
$ 200,0
$ 300,0
$ 400,0
$ 500,0
$ 600,0
$ 700,0
$ 800,0
US$ IC$/car
$ 0,00
$ 200,00
$ 400,00
$ 600,00
$ 800,00
$1 000,00
$1 200,00
2019 2020 2021 2022 2023 2024 2025
Electronic content by type of car
CE xEV
20
ELECTRONICS IN CARS MARKET FORECAST
Wafer forecast – a 2035 vision
In 2035, we
foresee more
than 60
million 8’’ eq.
wafers to be
shipped for
automotive
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
2020 2026 2035 2020-35 CAGR
8" eq. wafers shipment for
automotive
18 009 089 37 592 835 63 241 126 8,7%
0
10 000 000
20 000 000
30 000 000
40 000 000
50 000 000
60 000 000
70 000 000
8" eq. wafers shipment for automotive
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Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
CONECTIVITY
V2X technologies roadmap
1999 2022 2027
Allocation of the 5.850-5.925
GHz band by US FCC for road
safety and traffic management
2019 2024
IEEE 802.11p / ITS G5 is
implemented in all newVW
cars,as well as in other car
brands.
BasicV2X becomes
mandatory by
regulation in most
developed countries
Robotic cars have entered the
market and implement 5G C-
V2X by default
5G C-V2X becomes standard
for autonomous cars
V2X is mandatory
5G-enabled
cars
Adv cellular
V2X
becomes
mandatory
5.9GHz DSRC-
PC5 enabled cars
22
22
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
ADAS
More sensors for more applications
Lane Keeping Assist
ACC with Stop & Go
Blind Spot Monitoring
Parking Assist
High Beam Assist
Traffic Sign Recognition
2020
2030
AEB
Parking valet
Traffic Jam Pilot
Highway Pilot
And more functions
Data fusion
Lane Keeping Assist
ACC with Stop & Go
Blind Spot Monitoring
High Beam Assist
Traffic Sign Recognition
Parking Assist
Distributed or domain
centralized E/E architecture
Domain or vehicle centralized
E/E architecture
Thermal camera
Viewing camera
LiDAR
ADAS camera
Radar
Ultrasonic sensor
TODAY
23
ADAS
E/E architecture evolution necessary to enable more complex applications
Development
from a
distributed
architecture
to a
centralized
architecture.
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
• Today,most of OEMs are still using a distributed E/E architecture with roughly one ECU per function.
50-100M lines of code
Increasing software amount
Distributed architecture
Domain centralization
Vehicle centralization
2020
2025
2030-2035
Super -
computer
200 - 300M lines of code > 300M lines of code
‘One function for one ECU’ principle will evolve toward
the merging of some ECUs. Limited to a few functions.
Creation of specific domain controllers:
infotainment, comfort, powertrain, sensing, safety.
All domain
controllers
centralized into one
super-computer.
Yole Développement © June 2021
24
ADAS
How technological innovations are implemented
The F
segment is
where most
of innovations
are firstly
implemented
due to a
higher car
ASP.
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
F segment
0,3%
E segment
5,7%
D segment
18,1%
C segment
40,2%
B segment
15,2%
A segment
6,5%
MPV
5,4%
Pickup Truck
8,8%
0,0% 10,0% 20,0% 30,0% 40,0% 50,0% 60,0% 70,0% 80,0% 90,0% 100,0%
2020 Passenger car volume - Split by segment
F segment is where technological innovations are
implemented
Average ASP: $100k  ADAS content about 3%=$3000
2020 volume: 174k units
C segment is the bulk of the market, price pressure is very strong
AverageASP:$30k  ADAS content about 1%=$300
2020 volume:23M units
A strong work on the cost/performance ratio has to be done to implementinnovations into lower segments
New functionalities using state of the art
sensors and computing are implemented in
this segment.
25
SHARING
Car sharing will be beneficial to in-cabin sensing technologies
Five different
in-cabin
sensing
applications
can be found
in automotive.
Driver monitoring
system
Occupant monitoring system Gesture recognition system
Particle monitoring
system
Active noise
cancellation system
Source: Bosch
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
26
ELECTRIFICATION
Introduction
• As the transition to full
electric vehicles cannot be
achieved overnight, different
types of electrified vehicles
(EV/HEVs) will still coexist in
the coming years.
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
Strict
regulations on
CO2
emissions is
the main
driver for car
electrification.
2025 targets for car manufacturers
Source:ICCT
27
ELECTRIFICATION
Battery pack size per full electric vehicle
Today, there is a
clear trend
toward larger
battery energy
capacity,driven by
decreasing battery
price, increasing
customer
demands for
longer driving
range and better
profitability for
car makers.
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
WLTP: Worldwide Harmonized Light
Duty Vehicles Test Procedure
0 km
100 km
200 km
300 km
400 km
500 km
600 km
700 km
0 kWh 20 kWh 40 kWh 60 kWh 80 kWh 100 kWh 120 kWh 140 kWh 160 kWh
Driving
range
in
km
Battery pack capacity in kWh
WLTP driving range as a function of battery pack capacity
Karma Revero GT
Honda e
Source:Yole Développement,2021
Fisker EMotion
Rimac C-two
Tesla Model S
Tesla Model3
Porche Taycan
BAIC EU500
Hyundai Ioniq
Using 800V battery to
enable ultrafast charging.
28
ELECTRIFICATION
SiC in main inverter: theTesla and 800V batteries effect
Although each
OEM has its own
strategy for SiC, the
adoption of SiC by
Tesla has
significantly
improved the
confidence with SiC
technology and to
some extent
accelerated SiC’s
adoption.
800Vbatteries
adoption is also
accelerating the
penetration of SiC.
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
Level of interest & confidence with SiC
SiC in
inverter
in Tesla
Model
Toyota
demos SiC
prototype
Interesting
but too
costly!
SiC isn’t
mature
enough!
SiC in
inverter for
800V
battery
And more to come!
And more to come!
2019-2020 period has been
full of partnership & design
wins for OEMs and device
manufacturers in the BEV
main inverter segment.
The automotive SiC
industry is preparing for
ramp-up starting in the
2022-2023 period.
29
OUTLOOK
ConsumerAV
• With the entry of new players such as Huawei, Xiaomi, Oppo, (potentially Sony), and Apple in the automotive
market,a new market could appear that would be different comparedtoADAS and Robotic vehicles.
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
New market
with new type
of sensors?
Such cars
would bring
more sensors
and more
computing
power than
what can be
found in
traditional
ADAS cars.
Performance
& supportability
Cost
& reliability
Cost Performance
Reliability
Serviceability
FMCW
lidars
4D radars
Automotive
cameras
Industrial
cameras
Industrial
lidars
SS lidars
US transducers
High-end
radars
Automotive
radars
“Lidars have been instrumental in putting
fully self-driving cars on public roads”
Consumer AV
ADAS
Robotic vehicles
Consumer AV cars will use
more sensors and more
performant sensors found in
ADAS vehicles.
AverageASP:$30,000 AverageASP:
$60,000 – 90,000 ?
AverageASP:
$150,000
30
Contact our
Sales Team
for more
information
30
Contact our
Sales Team
for more
information
Solid-State Battery 2021
Power Electronics for E-
Mobility 2021
LiDAR forAutomotive and
IndustrialApplications 2021
Sensing and Computing for
ADASVehicle 2020
Artificial Intelligence Computing
for Automotive 2020
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
YOLE GROUPE OF COMPANIES RELATED REPORTS
Yole Développement
DC Charging for Plug-In
ElectricVehicles 2021
31
Contact our
Sales Team
for more
information
31
Contact our
Sales Team
for more
information
AutomotiveTeardownTrack Robosense Lidar
(RS-LIDAR-M1)
Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
YOLE GROUP OF COMPANIES RELATED REPORTS
System Plus Consulting
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The Yole Group of Companies, including Yole Développement,
System Plus Consulting, Knowmade and PISEO, are pleased to
provide you a glimpse of our accumulated knowledge.
Feel free to share our data with your own network, within your
presentations, press releases, dedicated articles and more. But
before that, contact our Public Relations department to
make sure you get up-to-date,licensed materials.
We will be more than happy to give you our latest results and
appropriate formats of our approved content.
Your contact: Sandrine Leroy, Dir. Public Relations
Email:leroy@yole.fr
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HOW TO USE OUR DATA?
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About Yole Développement | www.yole.fr| ©2020
CONTACTS
Western US & Canada
Steve Laferriere - steve.laferriere@yole.fr
+ 1 310 600 8267
Eastern US & Canada
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+1 919 607 9839
Europe and RoW
Lizzie Levenez - lizzie.levenez@yole.f
+49 151 23 54 41 82
DACH (North Germany,Austria, Switzerland)
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+49 172 97 47 248
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Automotive Semiconductor Trends 2021

  • 1. From Technologies to Markets © 2021 From Technologies to Markets Automotive Semiconductor Trends 2021 Market andTechnology Report 2021 Sample
  • 2. 2 2 • ACC Adaptive Cruise Control • AD Autonomous Driving • ADAS Advanced DriverAssistance Systems • ADC Analog Digital Converter • AEB Automated Emergency Braking • AES Automatic Emergency Steering • ALS Ambient Light Sensor • ANC Active Noise Control • APD Avalanche Photodiode • AV AutonomousVehicle • ASIL Automotive Safety Integrity Level • ASP Average Selling Price • BSD Blind-Spot Detection • CAGR Compound Average Growth Rate • CASE Connectivity,Autonomy, Shared, Electrification • CIS CMOS Image Sensor • CMOS Complementary Metal Oxide Semiconductor • DM Driver Monitoring • DSRC Dedicated Short Range Communications • E/E Electrical/Electronic GLOSSARY (1/2) • ECU Electronic Control Unit • ECG ElectroCardioGram • EEG ElectroEnceloGraphy • EEL Edge-Emitting Laser • eMBB enhanced Mobile BroadBand • FCW Forward CollisionWarning • FMCW Frequency-Modulated ContinuousWave • FPGA Field-Programmable GridArray • GPS Global Positioning System • HMI Human Machine Interface • IC Integrated Circuit • ICE Internal Combustion Engine • IR Infra Red • LCA Lane-ChangeAssist • LCV Light Commercial Vehicle • LDW Lane-DepartureWarning • LiDAR Light Detection and Ranging • LKA Lane-KeepAssist • LRR Long-Range Radar • MEMS Micro-Electro-Mechanical System Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
  • 3. 3 3 • mIOT Mobile Internet of Things • MRR Mid-Range Radar • NDIR NonDispersive IR • NEV Neighbourhood ElectricVehicle • OEM Original Equipment Manufacturer • OM Occupant Monitoring • PC Personal Car • PD PhotoDiode • Radar Radio Detection and Ranging • SAE Society of Automotive Engineers • SiPM Silicon PhotoMultiplier • SoC System on a Chip • SPAD Single-PhotonAvalanche Diode • SRR Short-Range Radar • TCU Telematics Control Unit • TJA Traffic Jam Assist • ToF Time of Flight • URLLC Ultra-Reliable Low-Latency Communication • UX User Experience GLOSSARY (2/2) • V2C Vehicle to Cloud • V2H Vehicle to Home • V2I Vehicle to Infrastructure • V2N Vehicle to Network • V2P Vehicle to Pedestrian • V2V Vehicle toVehicle • V2X Vehicle to X • VCSEL Vertical Cavity Surface-Emitting Laser Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
  • 4. 4 4 TABLE OF CONTENTS Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 • Glossary … 2 • Table of content … 3 • Authors … 5 • Report Objectives … 6 • Scopeof the report… 7 • Definitions and Methodology … 8 • Companies cited in the report… 9 • 3-pages summary … 10 • Executive Summary … 13 • Context … 57 • The future of the car industry … 71 • Car's semiconductors marketforecast… 99 • Semiconductorsmarketincars… 101 • C.A.S.E.… 103 • Wafersforecast… 105 • Wafersforecastbynode … 109 • Wafersmaterials…110 • Connectivity … 112 • V2X … 115 • Applications … 116 • Standards … 117 • Roadmaps … 124 • Supply chain … 126 • Forecast … 127 • Conclusion … 128 • Displays … 131 • Trends … 132 • Roadmaps … 141 • Supply chain … 146 • Forecast … 147 • Conclusion … 148 • Interior Lighting … 149 • Introduction … 150 • Supply chain … 155 • Forecast … 156 • Conclusion … 157 • ADAS … 158 • Introduction … 159 • Competitive landscape … 178 • Forecast … 182 • Conclusion … 183 • Sharing … 184 • New business models … 186 • Interior sensing … 191 • Introduction … 192 • Roadmap … 201 • Supply chain … 204 • Forecast … 206 • Conclusion … 207 • Electrification … 208 • Introduction … 209 • Competitive landscape … 231 • Forecast … 233 • Conclusion … 234 • Outlooks … 235 • Outlooks … 236 • Consumer AV … 240
  • 5. 5 5 Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 REPORT OBJECTIVES 1. To provide in-depth understanding of the changing car industry ecosystem & supply chain players. o What are the current / future internal and external factors affecting durably the car industry o Who are the players / why new semiconductor players are entering the car market o Who are the key suppliers to watch,and which technologies do they support. 2. To provide a complete overview of the current technologies' trends and 2020-2026 market forecast in US$ value, units and wafers for cars.It includes: o V2X o Displays o Lighting o Sensing o ADAS o Car sharing o Electrification 3. To provide key technical insight & analysis about future technology trends and challenges. o Key technology choices o Technology dynamics o Emerging technologies and roadmaps o Semiconductors content in cars
  • 6. 6 6 Robotic vehicles are not covered in the report. We cover Light CommercialVehicles and Passenger Cars in our forecast. Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 SCOPE OF THE REPORT -TECHNOLOGIES Displays Lighting In-cabin sensing V2X Car sharing ADAS Electrification
  • 7. 7 METHODOLOGY AND DEFINITIONS Market segmentation volume in Munits, ASP in $, revenue in $M Yole’s market forecast model is based on matching heterogeneous sources: Information aggregation Preexisting information Forecast Reconciliation END SYSTEM SEMICONDUCTORDEVICE Automotive Semiconductors Trends 2021 | Sample | www.yole.fr | ©2021
  • 8. 8 8 Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 Pierrick Boulay Pierrick Boulay works as a Market and Technology Analyst in the fields of LED, OLED, and lighting systems. He performs technical, economic, and market analyses at Yole Développement, the ‘More than Moore’ market research and strategy consulting company. Pierrick has industry experience in LED lighting,including general and automotive lighting,and OLED lighting. Prior to Yole, Pierrick worked in several R&D departments on LED lighting applications. He holds a master’s degree in Electronics from ESEO in France. Contact: pierrick.boulay@yole.fr Dr.Eric Mounier With more than 25+ years’ experience within the semiconductor industry, Eric Mounier PhD. is Director of Market Research at Yole Développement (Yole). Eric provides daily in-depth insights into current and future semiconductor trends, markets and innovative technologies (such as Quantum computing, Si photonics, new sensing technologies, new type of sensors ...). Based on relevant methodological expertise and a strong technological background, he works closely with all the teams at Yole to point out disruptive technologies and analyze and present business opportunities through technology & market reports and custom consulting projects. With numerous internal workshops on technologies, methodologies, best practices and more,Yole’s Fellow Analyst ensures the training ofYole’sTechnology & MarketAnalysts. In this position, Eric Mounier has spoken in numerous international conferences, presenting his vision of the semiconductor industry and latest technical innovations. He has also authored or co-authored more than 100 papers as well as more than 120Yole’s technology & market reports. Previously,Eric held R&D and Marketing positions at CEA Leti (France). Eric Mounier has a PhD. in Semiconductor Engineering and a degree in Optoelectronics from the National Polytechnic Institute of Grenoble (France). Contact: eric.mounier@yole.fr Biographies & contact ABOUT THE AUTHORS
  • 9. 9 9 Alibaba,Ambarella,AMS,Analog Devices,Anhui Jianghuai Automotive Group,Apple,Aptiv,ARM,Aryballe,AUO, Autotalks, BAIC Group, Baidu, BMW Group, BOSCH,BYDAuto, Century Goldray Semiconductor,Changan Automobile Group, CheryAutomobile, Cityhop, Continental, Cree,Daimler Group, Danfoss, Denso, Dongfeng Motor Corp., DriveNow,Everlight, Excelitas, Faurecia,China FAW Group Corp., FCA, FLIR, Ford Group, Global PowerTechnology, GlobalFoundries, GM Group, GreatWall Motor Company Ltd., Guangzhou Automobile Group, Hamamatsu, Hella, Honda, Huawei, Hyundai Kia Automotive Group, Ibeo, Infineon, Isuzu, Kyocera,Lextar,LG Innotek, Lumileds, Magna, Mahindra & Mahindra, Mazda, Mediatek, Melexis, Mobileye,modo, Murata, Nvidia, NXP, Omnivision, ON Semiconductor,Osram, Ouster,Panasonic, Perodua, PSA, Qorvo,Qualcomm, Quanergy, Redpine Signals, Renault-Nissan-Mitsubishi Alliance, Renesas, Rohm,SAIC, Samsung, Semikron, Senseair,Sensirion, Sharp, Siemens, SK Hynix, SmartEye,Sony, STMicroelectronics,Subaru, Suzuki,Tata Group,Tesla,Texas Instruments, TowerJazz,Toyota Group,TSMC,Uber, UMC, Umicore,Velodyne,Veoneer,Vishat,Visteon,VW Group,Waymo, WingtecTechnology,Wolfson, Xilinx, Xperi, ZF, Zhejiang Geely Holding Group … and many more! Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 COMPANIES CITED IN THIS REPORT
  • 10. 10 10 Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 2020 AUTOMOTIVE LANDSCAPE – MAIN PLAYERS’ VOLUME SOLD IN MUNIT 6.9M 2.5M 3.6M 2.3M 2.5M 8.6M 0.7M 5.9M 0.7M 0.9M 0.4M 7.1M 4M 0.5M 4.5M 8.7M 2M 0.4M On January 16, 2021, PSA and FCA finalized their merger.The new structure has taken the name of Stellantis. TOTAL: 62.2M
  • 11. 11 11 Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 2020AUTOMOTIVE LANDSCAPE – MAIN PLAYERS’ REVENUES $109B $99B $87B $81B $52B $156B $30B $110B $15B $11B $30B $115B $116B $26B $82B $215B $47B $13B On January 16, 2021, PSA and FCA finalized their merger.The new structure has taken the name of Stellantis. TOTAL: $1,394M
  • 12. 12 12 Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 THE 7 FORCES THAT WILL DURABLY AFFECTTHE AUTOMOTIVE INDUSTRY Short term impact Long term impacts CHIP SHORTAGE Electrification Increasing semiconductor content Supply chain management Disruptive players are coming China intensifies the game
  • 13. 13 13 CHIPS SHORTAGE The snowball effect Many companies shifted from multisource IC to single source fromTSMC. Sanctions causing some companies begin stockpiling. Companies reduce workforce. COVID-19 Stay-at-homeera OEM reduce IC orders. Rise of consumer electronics demand. Chip manufacturersreallocate capacity to fill consumer demand and increase by 30- 40% the automotive chips price. Fear of public transportation leading to a rapid demand increase for new cars. Disasters such as severe winter in US,fire at Renesas factory,and droughtinTaiwan. Introduction of new productsfromApple, Microsoft,Nvidia,AMD,Intel. Taiwan averages 4 major rain producing weather systems annually but had none in 2020 and have had their first in 2021 Q2/Q3 2021 Peak of the crisis Q1-2020 Q1-2021 Sanctions,stockpiling,and single sourcing may continue. Stimulated investment in more diverse fab production. After Q2 2022 Back to normal MCU suppliers meet on-going demand plus extra volume to recover missed production. Public incentives to buy electric cars and/or second-hand cars/penalties for polluting cars. Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
  • 14. 14 14 SEMICONDUCTORS IN CARS Mature technology nodes (40nm and above) are impacted by the chip shortage Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 Computing ADAS (Camera) 1 chip per car in 60% of cars 28nm mostly ~$35 per chip AI chips for autonomy 1-2 chips per car in <1% of cars 14nm or below ~$150 per chip Analog components 10-100 chips per car in 100% of cars 180nm to 65nm ~$1 per chip Image sensors 1 – 10 chips per car in 60% of cars 90nm to 28nm ~$10 per chip Power discrete for xEV 10-30 chips per car in 10% of cars 130nm to 65nm < $5 per chip Microcontrollers 15-80 chips per car in 100% of cars 130nm to 45nm ~$1 per chip Low impact of the chip shortage Highly impacted by the chip shortage
  • 15. 15 15 DISRUPTIVE VS TRADITIONAL OEMS Different approaches Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 Traditional OEMs Disruptive OEMs • They already know how to build a car. • They master lean manufacturing. • They are learning how to integrate semiconductors. • They are building a car around semiconductors and battery. • They master chip design and build long term relations with foundries. • They need to learn how to build a car in volume. Also, IC assembly companies (Foxconn) could position themselves in car assembly and would change the current supply chain: OEMs could become « fabless » while IC assembly players will diversify. • They are building electric car around semiconductors and software.
  • 16. 16 CHINA INTENSIFIES THE GAME Car industry in China China wants to promote domestic production of electric vehicles and components. Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 China has been one of the first country to recover from Covid-19 pandemic Very fast ramp-up for EV. EV/HEV are very important for China’s carbon neutrality. China has 30% of Neighbourhood EV market More EV/HEV brands than any other country Strong incentives mechanisms for e-mobility Many Chinese OEMs developing EV/HEV. Some of them are start-ups that focus on NEV. Chinese automobile industry is setting up: 1. Established local brands (BYD, GeelyAuto,JAC, BAIC BJEV, CHANGAN) 2. Creation of JVs 3. Creation of many startups on BEV 4. Foreign brands can benefit from the market (Tesla is building a factory) Numerous local Tier 1 companies including foreign companies (Valeo) China is setting up its own internal supply chain (cars, tier one, chip design, chip manufacturing, chip packaging) China is massively investing both in automotive and semiconductors
  • 17. 17 17 Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 C.A.S.E.,THE ACRONYM TAKING OVER THE AUTO INDUSTRY Autonomous Sensor suite and computing developments for safer roads. Sharing Owning,sharing,or renting,the mobility of the future offers greater flexibility. Electric Alternative drive systems to reduce CO2 emissions Connectivity Comfort and entertainment in a new dimension. Source: Daimler
  • 18. 18 18 Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 ELECTRONICS IN CARS MARKET FORECAST C.A.S.E.forecast – Module level – a 2035 vision $33.3B $32.7B Connectivity ADAS Shared Electrification 2020 $73B $60.3B CAGR 6.5% $54.8B CAGR 14.6% $28.8B CAGR 53.5% 2026 $147B $121.3B CAGR 8% $118.8B CAGR 9% $67.4B CAGR 10% 2035 $318B $10.2B CAGR 13% $0.2M $6.6B $3.4B CAGR 10.4% Connectivity includes V2X, Display and Lighting
  • 19. 19 ELECTRONICS IN CARS MARKET FORECAST IC value in cars Today a car has an average value of $450 of semiconductors. In 2026,it will be $700. Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 2020 2021 2022 2023 2024 2025 2026 IC$/car $ 448, $ 525, $ 546, $ 577, $ 609, $ 657, $ 700, $ 0,0 $ 100,0 $ 200,0 $ 300,0 $ 400,0 $ 500,0 $ 600,0 $ 700,0 $ 800,0 US$ IC$/car $ 0,00 $ 200,00 $ 400,00 $ 600,00 $ 800,00 $1 000,00 $1 200,00 2019 2020 2021 2022 2023 2024 2025 Electronic content by type of car CE xEV
  • 20. 20 ELECTRONICS IN CARS MARKET FORECAST Wafer forecast – a 2035 vision In 2035, we foresee more than 60 million 8’’ eq. wafers to be shipped for automotive Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 2020 2026 2035 2020-35 CAGR 8" eq. wafers shipment for automotive 18 009 089 37 592 835 63 241 126 8,7% 0 10 000 000 20 000 000 30 000 000 40 000 000 50 000 000 60 000 000 70 000 000 8" eq. wafers shipment for automotive
  • 21. 21 21 Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 CONECTIVITY V2X technologies roadmap 1999 2022 2027 Allocation of the 5.850-5.925 GHz band by US FCC for road safety and traffic management 2019 2024 IEEE 802.11p / ITS G5 is implemented in all newVW cars,as well as in other car brands. BasicV2X becomes mandatory by regulation in most developed countries Robotic cars have entered the market and implement 5G C- V2X by default 5G C-V2X becomes standard for autonomous cars V2X is mandatory 5G-enabled cars Adv cellular V2X becomes mandatory 5.9GHz DSRC- PC5 enabled cars
  • 22. 22 22 Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 ADAS More sensors for more applications Lane Keeping Assist ACC with Stop & Go Blind Spot Monitoring Parking Assist High Beam Assist Traffic Sign Recognition 2020 2030 AEB Parking valet Traffic Jam Pilot Highway Pilot And more functions Data fusion Lane Keeping Assist ACC with Stop & Go Blind Spot Monitoring High Beam Assist Traffic Sign Recognition Parking Assist Distributed or domain centralized E/E architecture Domain or vehicle centralized E/E architecture Thermal camera Viewing camera LiDAR ADAS camera Radar Ultrasonic sensor TODAY
  • 23. 23 ADAS E/E architecture evolution necessary to enable more complex applications Development from a distributed architecture to a centralized architecture. Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 • Today,most of OEMs are still using a distributed E/E architecture with roughly one ECU per function. 50-100M lines of code Increasing software amount Distributed architecture Domain centralization Vehicle centralization 2020 2025 2030-2035 Super - computer 200 - 300M lines of code > 300M lines of code ‘One function for one ECU’ principle will evolve toward the merging of some ECUs. Limited to a few functions. Creation of specific domain controllers: infotainment, comfort, powertrain, sensing, safety. All domain controllers centralized into one super-computer. Yole Développement © June 2021
  • 24. 24 ADAS How technological innovations are implemented The F segment is where most of innovations are firstly implemented due to a higher car ASP. Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 F segment 0,3% E segment 5,7% D segment 18,1% C segment 40,2% B segment 15,2% A segment 6,5% MPV 5,4% Pickup Truck 8,8% 0,0% 10,0% 20,0% 30,0% 40,0% 50,0% 60,0% 70,0% 80,0% 90,0% 100,0% 2020 Passenger car volume - Split by segment F segment is where technological innovations are implemented Average ASP: $100k  ADAS content about 3%=$3000 2020 volume: 174k units C segment is the bulk of the market, price pressure is very strong AverageASP:$30k  ADAS content about 1%=$300 2020 volume:23M units A strong work on the cost/performance ratio has to be done to implementinnovations into lower segments New functionalities using state of the art sensors and computing are implemented in this segment.
  • 25. 25 SHARING Car sharing will be beneficial to in-cabin sensing technologies Five different in-cabin sensing applications can be found in automotive. Driver monitoring system Occupant monitoring system Gesture recognition system Particle monitoring system Active noise cancellation system Source: Bosch Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021
  • 26. 26 ELECTRIFICATION Introduction • As the transition to full electric vehicles cannot be achieved overnight, different types of electrified vehicles (EV/HEVs) will still coexist in the coming years. Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 Strict regulations on CO2 emissions is the main driver for car electrification. 2025 targets for car manufacturers Source:ICCT
  • 27. 27 ELECTRIFICATION Battery pack size per full electric vehicle Today, there is a clear trend toward larger battery energy capacity,driven by decreasing battery price, increasing customer demands for longer driving range and better profitability for car makers. Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 WLTP: Worldwide Harmonized Light Duty Vehicles Test Procedure 0 km 100 km 200 km 300 km 400 km 500 km 600 km 700 km 0 kWh 20 kWh 40 kWh 60 kWh 80 kWh 100 kWh 120 kWh 140 kWh 160 kWh Driving range in km Battery pack capacity in kWh WLTP driving range as a function of battery pack capacity Karma Revero GT Honda e Source:Yole Développement,2021 Fisker EMotion Rimac C-two Tesla Model S Tesla Model3 Porche Taycan BAIC EU500 Hyundai Ioniq Using 800V battery to enable ultrafast charging.
  • 28. 28 ELECTRIFICATION SiC in main inverter: theTesla and 800V batteries effect Although each OEM has its own strategy for SiC, the adoption of SiC by Tesla has significantly improved the confidence with SiC technology and to some extent accelerated SiC’s adoption. 800Vbatteries adoption is also accelerating the penetration of SiC. Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 Level of interest & confidence with SiC SiC in inverter in Tesla Model Toyota demos SiC prototype Interesting but too costly! SiC isn’t mature enough! SiC in inverter for 800V battery And more to come! And more to come! 2019-2020 period has been full of partnership & design wins for OEMs and device manufacturers in the BEV main inverter segment. The automotive SiC industry is preparing for ramp-up starting in the 2022-2023 period.
  • 29. 29 OUTLOOK ConsumerAV • With the entry of new players such as Huawei, Xiaomi, Oppo, (potentially Sony), and Apple in the automotive market,a new market could appear that would be different comparedtoADAS and Robotic vehicles. Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 New market with new type of sensors? Such cars would bring more sensors and more computing power than what can be found in traditional ADAS cars. Performance & supportability Cost & reliability Cost Performance Reliability Serviceability FMCW lidars 4D radars Automotive cameras Industrial cameras Industrial lidars SS lidars US transducers High-end radars Automotive radars “Lidars have been instrumental in putting fully self-driving cars on public roads” Consumer AV ADAS Robotic vehicles Consumer AV cars will use more sensors and more performant sensors found in ADAS vehicles. AverageASP:$30,000 AverageASP: $60,000 – 90,000 ? AverageASP: $150,000
  • 30. 30 Contact our Sales Team for more information 30 Contact our Sales Team for more information Solid-State Battery 2021 Power Electronics for E- Mobility 2021 LiDAR forAutomotive and IndustrialApplications 2021 Sensing and Computing for ADASVehicle 2020 Artificial Intelligence Computing for Automotive 2020 Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 YOLE GROUPE OF COMPANIES RELATED REPORTS Yole Développement DC Charging for Plug-In ElectricVehicles 2021
  • 31. 31 Contact our Sales Team for more information 31 Contact our Sales Team for more information AutomotiveTeardownTrack Robosense Lidar (RS-LIDAR-M1) Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 YOLE GROUP OF COMPANIES RELATED REPORTS System Plus Consulting
  • 32. 32 32 The Yole Group of Companies, including Yole Développement, System Plus Consulting, Knowmade and PISEO, are pleased to provide you a glimpse of our accumulated knowledge. Feel free to share our data with your own network, within your presentations, press releases, dedicated articles and more. But before that, contact our Public Relations department to make sure you get up-to-date,licensed materials. We will be more than happy to give you our latest results and appropriate formats of our approved content. Your contact: Sandrine Leroy, Dir. Public Relations Email:leroy@yole.fr Automotive Semiconductors Trends 2021| Sample | www.yole.fr | ©2021 HOW TO USE OUR DATA?
  • 33. 33 About Yole Développement | www.yole.fr| ©2020 CONTACTS Western US & Canada Steve Laferriere - steve.laferriere@yole.fr + 1 310 600 8267 Eastern US & Canada ChrisYouman - chris.youman@yole.fr +1 919 607 9839 Europe and RoW Lizzie Levenez - lizzie.levenez@yole.f +49 151 23 54 41 82 DACH (North Germany,Austria, Switzerland) Neha CHAUDHURY - neha.chaudhury@yole.fr +49 172 97 47 248 Benelux, UK & Scandinavia MarineWybranietz - marine.wybranietz@yole.fr +49 69 96 21 76 78 South Germany & France Martine Komono - martine.komono@yole.fr +49 173 69 43 31 India and RoA Takashi Onozawa - takashi.onozawa@yole.fr +81 80 4371 4887 Greater China MavisWang - mavis.wang@yole.fr +886 979 336 809 +86 136 6156 6824 Korea Peter Ok - peter.ok@yole.fr +82 10 4089 0233 Japan Miho Ohtake - miho.ohtake@yole.fr +81 34 4059 204 Toru Hosaka – toru.hosaka@yole.fr +81 90 1775 3866 Japan and Singapore Itsuyo Oshiba - itsuyo.oshiba@yole.fr +81 80 3577 3042 FINANCIAL SERVICES › Jean-Christophe Eloy - eloy@yole.fr +33 4 72 83 01 80 › Ivan Donaldson - ivan.donaldson@yole.fr +1 208 850 3914 CUSTOM PROJECT SERVICES › JéromeAzémar, Yole Développement - jerome.azemar@yole.fr - +33 6 27 68 69 33 › Julie Coulon, System Plus Consulting - jcoulon@systemplus.fr - +33 2 72 17 89 85 GENERAL › Sandrine Leroy,Public Relations sandrine.leroy@yole.fr - +33 4 72 83 01 89 › General inquiries:info@yole.fr - +33 4 72 83 01 80 REPORTS,MONITORS&TRACKS Follow us on About Yole Développement | www.yole.fr| ©2021